Create Salesforce Workflows with Alerts and Automations
Salesforce alerts and notifications aren't enough to ensure that sales processes are being implemented. With Locale, build actionable sales workflows with alerts and automations for each step of the way.
Dive into our Essential Salesforce Workflows
Receive direct messages or channel messages on Slack for new deal assignments in Salesforce.
Record new objects created in Salesforce on Google Sheets.
Open a Freshdesk ticket for deals stuck in Salesforce.
Manage new customer entries from Salesforce by creating a folder in ClickUp.
Notify about new objects created in Salesforce via chat or channel messages on Microsoft Teams.
Establish Trello cards to manage new activities in Salesforce.
Log a ticket on Zoho Desk for an upcoming renewal in Salesforce.
For new Salesforce deal assignments, record updates in monday.
Create or update tasks in ClickUp for new deal assignments from Salesforce.
Log upcoming renewals from Salesforce into Airtable.
Create a Jira ticket for dealing with issues stuck in Salesforce.
Create an issue on Linear for new customers in Salesforce.
Update database item on Notion for new objects created in Salesforce.
Generate a Zendesk ticket for a deal stuck in Salesforce.
Slack will notify you about any new objects created in Salesforce.
Create monday items to reflect new approvals in Salesforce.
Most popular Salesforce integrations
Alerting and Automations Tool built for Salesforce
Get actionable alerts on Salesforce leads, opportunities, tasks etc and take action proactively.
30+ popular templates to manage Salesforce activity
No code templates to build your Salesforce workflow
Get started without engineering dependency
Connect Salesforce with Slack, Zendesk and 30+ other tools
Create tasks/tickets on any tool based on your Salesforce activity
Create tasks for high-priority items and help your team take action proactively
Escalate and resolve tasks on any tool
Solve high-priority issues quickly and easily
Add custom status of tasks on Locale
Mark tasks as “pending”, "reviewed", “in progress” etc
Setup human-in-the-loop workflows and analyze insights
Create action buttons for human input and approval
Use custom buttons like “approve”, “resolve”, "review" etc
Analytics on team performance
Get reports on TAT breaches, escalations, resolution % etc
Basic automations not good enough? Check out our advanced features
Help your team manage high-priority items with our advanced features.
Convert notifications to tasks
Ensure that necessary action is taken
Optional SQL Editor
For cases that involve complex business logic
Action buttons
Help your team take manual actions
Multi-Step Playbooks
Custom status to track progress on each action
3 levels of Escalation
Ensure tasks are prioritized and done on time
Insights on Team Performance
Measure how your team is performing